THISX Mutual Fund

THISX Mutual Fund

NAV$97.93
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Returns Overview

1 Month
+0.08%
3 Months
+12.71%
6 Months
+8.48%
YTD
+7.40%
1 Year
+32.18%
3 Years (annualized)
+9.68%
5 Years (annualized)
+3.51%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THISX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Health/Biotechnology Funds Index
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+6.74%
vs Peers
+0.66%

THISX Mutual Fund Performance

THISX performance across multiple time periods: 1-month 0.08%, YTD 7.40%, 1-year 32.18%, 3-year 9.68%, 5-year 3.51%, 10-year 9.94%.

THISX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

THISX vs another fund shows side-by-side returns. THISX alternatives are available in the Mutual Fund Screener.